Greenoaks Capital Partners’s Carvana CVNA Stock Holding History

Greenoaks Capital Partners’s Portfolio CVNA Stock Details CVNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.32B	Sell	21,014,170 -163,895	-0.8%	-$12.2M	57.53%	1
2025 Q4	$1.79B	Sell	21,178,065 -5,141,530	-20%	-$382M	59.96%	1
2025 Q3	$1.99B	Sell	26,319,595 -1,968,030	-7%	-$141M	64.77%	1
2025 Q2	$1.91B	Sell	28,287,625 -1,035,000	-4%	-$56.8M	71.57%	1
2025 Q1	$1.23B	Buy	29,322,625 +795,530	+3%	+$35.2M	67.87%	1
2024 Q4	$1.16B	Sell	28,527,095 -665,170	-2%	-$29.9M	63.04%	1
2024 Q3	$1.02B	Sell	29,192,265 -82,445	-0.3%	-$2.37M	54.59%	1
2024 Q2	$754M	Sell	29,274,710 -800,450	-3%	-$16.1M	50.75%	1
2024 Q1	$529M	Sell	30,075,160 -125,000	-0.4%	-$1.53M	43.6%	1
2023 Q4	$320M	Hold	30,200,160	–	–	37.19%	1
2023 Q3	$254M	Sell	30,200,160 -6,650,460	-18%	-$57.2M	31.36%	1
2023 Q2	$191M	Hold	36,850,620	–	–	23.14%	2
2023 Q1	$72.2M	Hold	36,850,620	–	–	10.5%	3
2022 Q4	$34.9M	Buy	36,850,620 +18,150,000	+97%	+$38.3M	5.86%	6
2022 Q3	$75.9M	Buy	18,700,620 +8,975,620	+92%	+$58.5M	5.79%	3
2022 Q2	$43.9M	Buy	9,725,000 +5,818,580	+149%	+$61.2M	4.12%	7
2022 Q1	$93.2M	Buy	+3,906,420	New	+$114M	5.78%	3

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Greenoaks Capital Partners's CVNA Position: Q1 2026 in Review

Greenoaks Capital Partners reduced its Carvana (CVNA) stake by 0.77% in Q1 2026, selling an estimated $12.2M and leaving 21,014,170 shares worth $1.32B. The position accounts for 57.53% of the portfolio, ranked #1.

Greenoaks Capital Partners first reported a position in CVNA in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.99B in Q3 2025. 779 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

Greenoaks Capital Partners held 21,014,170 shares of Carvana worth $1.32B as of Q1 2026.
Greenoaks Capital Partners sold 163,895 Carvana shares in Q1 2026, an estimated $12.2M.
Carvana made up 57.53% of Greenoaks Capital Partners's portfolio in Q1 2026, its #1 holding.
Greenoaks Capital Partners first reported a position in Carvana in Q1 2022 and has held it in 17 quarters since.
Greenoaks Capital Partners's Carvana position peaked at $1.99B in Q3 2025.
779 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Greenoaks Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.